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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,630 | $198,217-19.0% | $186,193-13.7% | - |
| Participation rate | 76.8% | 59.1%+17.7pp | 77.1%-0.3pp | - |
| Annual return | 15.43% | 9.45%+6.0pp | 78.03%-62.6pp | - |
| Employer contribution / active EE | $1,009 | $1,858-45.7% | $3,918-74.3% | - |
| Participant deferral / active EE | $5,041 | $3,727+35.3% | $6,513-22.6% | - |
| Admin fee / account holder | $5,179 | $27,022-80.8% | $11,058-53.2% | - |